To enable the client toolbar to appear on Startup of the Client Module:
-
In the Client module, select User | User Options, and select the General tab.
The following table describes each toolbar button.
|
Toolbar Button |
Description |
|---|---|
|
Retrieve Documents Opens the Document Retrieval dialog box. |
|
Open File Cabinets Opens the File Cabinets dialog box, which provides access to folders and their related documents. |
|
Host Session Opens a Host session. |
|
Import Documents Opens the Import Document dialog box, which allows you to import single documents into the system. |
|
Print Opens the Print dialog box. |
|
Send Mail Opens the Send Mail dialog box, which allows you to send internal system mail to other users. |
|
Workflow Inbox Opens the Workflow Inbox window. |
|
Attach Note Opens the Add Note dialog box. |
|
Text Search Works differently depending on the format of the document that is open. This button works for text-based documents. From a document that only has text, click to perform an internal text search without having to re-enter the text search criteria. Internal Text Search Options must already be set up in order to use this button to perform an internal text search. Some documents are text-based documents that have been formatted attractively. For these documents, click to open the Internal Text Search dialog box from which you can perform an internal text search. |
|
View Overlay Displays the document overlay, if one is configured for the document being viewed. |
|
Previous Page Display the previous page of a multi-page document. |
|
Next Page Displays the next page of a multi-page document. |
|
Zoom In Magnifies the view of a document. This feature does not function on text documents. |
|
Zoom Out Displays the document at a decreased size, which displays a greater area of the document. This feature does not function on text documents. |
|
Fit Width Resizes the window to fit the width of the document. This feature does not function on text documents. |
|
Fit Window Resizes the document to fit the width of the window. This feature does not function on text documents. |
|
Rotate Left Rotates the document 90 degrees to the left. This feature does not function on text documents. Image documents with overlays have special rotate functionality. Note:
If a document has an overlay assigned, all rotate, flip and invert options are available to the document itself, but not the overlay. |
|
Rotate Right Rotates the document 90 degrees to the right. This feature does not function on text documents that do not have an overlay. |
|
Toggle Thumbnails Turns the thumbnail view on and off. This feature does not function on text documents that do not have an overlay. |
|
Tile Vertically Arranges all open windows vertically in columns. |
|
Tile Horizontally Arranges all open windows horizontally in rows. |
|
Close All Click to close all open document windows. |
To return a document to its default appearance, right-click on the open document or the status bar of the open document and select Reset.